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State Street Energy Select Sector SPDR ETF

1,664 hedge funds and large institutions have $21.6B invested in State Street Energy Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 673 increasing their positions, 685 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 685

3% less funds holding

Funds holding: 1,7231,664 (-59)

3.9% less ownership

Funds ownership: 118.06%114.15% (-3.9%)

15% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 158

17% less capital invested

Capital invested by funds: $26.1B → $21.6B (-$4.54B)

28% less funds holding in top 10

Funds holding in top 10: 139100 (-39)

50% less call options, than puts

Call options by funds: $3.57B | Put options by funds: $7.1B

Holders
1,664
Holders Change
-59
Holders Change %
-3.42%
% of All Funds
26.51%
Holding in Top 10
100
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.06%
% of All Funds
1.59%
New
134
Increased
673
Reduced
685
Closed
158
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B
Name Holding Trade Value Shares
Change
Change in
Stake
RZH
1326
Relyea Zuckerberg Hanson
Connecticut
$266K
SL
1327
SWMG LLC
Texas
$266K +$274K +6,420 New
RGF
1328
Retirement Guys Formula
Ohio
$266K -$1.54K -36 -0.6%
PBT
1329
Pictet Bank & Trust
Bahamas
$265K
RMAM
1330
Raab & Moskowitz Asset Management
New Jersey
$265K +$2.48K +58 +0.9%
STCOSD
1331
Sageworth Trust Company of South Dakota
South Dakota
$265K
CW
1332
CIC Wealth
Maryland
$263K -$85.5K -2,000 -24%
IWA
1333
Intercontinental Wealth Advisors
Texas
$262K -$171K -3,990 -39%
CCWM
1334
Cassaday & Co Wealth Management
Virginia
$262K -$70.2K -1,642 -21%
Jones Financial Companies
1335
Jones Financial Companies
Missouri
$261K
NAS
1336
NWF Advisory Services
California
$260K +$274K +6,416 New
OWA
1337
Octavia Wealth Advisors
Ohio
$259K -$34.8K -814 -12%
TWA
1338
Talisman Wealth Advisors
New Jersey
$259K +$257 +6 +0.1%
PA
1339
PSI Advisors
Florida
$259K +$1.71K +40 +0.6%
VCM
1340
Viewpoint Capital Management
Washington
$258K -$21.4K -500 -7%
PCM
1341
Pennsylvania Capital Management
Pennsylvania
$257K -$18K -422 -6%
LWM
1342
LJI Wealth Management
Indiana
$256K -$9.83K -230 -4%
NCM
1343
NCM Capital Management
New Jersey
$255K +$263K +6,156 New
WHG
1344
Westwood Holdings Group
Texas
$255K +$263K +6,158 New
DWA
1345
Delos Wealth Advisors
Texas
$254K -$2.28M -53,286 -90%
WP
1346
Westmount Partners
California
$254K +$599 +14 +0.2%
FANJ
1347
Financial Architects (New Jersey)
New Jersey
$253K -$519K -12,146 -67%
HIMC
1348
Heritage Investors Management Corp
Maryland
$252K -$4.87K -114 -2%
SWP
1349
Semus Wealth Partners
Florida
$251K -$32.9K -770 -11%
AFG
1350
Allegheny Financial Group
Pennsylvania
$251K +$10.6K +248 +4%

XLE Hedge Fund Activity: Q1 2023 in Review

1,664 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2023, worth a combined $21.6B — down 17% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of XLE and 134 opened new positions — a net loss of 24 holders — while 685 trimmed existing stakes and 673 added.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Susquehanna International Group, cutting an estimated $396M.

  • 1,664 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2023, down from 1,723 in Q4 2022.
  • Funds reported $21.6B of State Street Energy Select Sector SPDR ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 134 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2023 and 158 closed out, a net change of -24 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2023 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2023 was Susquehanna International Group, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2023.